PIMCO Active Bond Exchange-Traded Fund
BOND
182 hedge funds and large institutions have $768M invested in PIMCO Active Bond Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 77 reducing their positions, and 21 closing their positions.
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
1.54% more ownership
Funds ownership: 32.66% → 34.2% (+1.5%)
1% more funds holding
Funds holding: 181 → 182 (+1)
11% less call options, than puts
Call options by funds: $521K | Put options by funds: $583K
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
18% less capital invested
Capital invested by funds: $938M → $768M (-$170M)
36% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$14.6M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$7.26M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.67M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.87M |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RMC
Regis Management Company
Menlo Park,
California
|
-$18.5M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$14.7M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$13.6M |
| 4 |
Jane Street
New York
|
-$9.14M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.75M |
BOND Hedge Fund Activity: Q4 2016 in Review
182 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q4 2016, worth a combined $768M — down 18% from $938M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BOND positions and 21 closed out — a net gain of 4 holders — while 49 added to existing stakes and 77 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $14.6M. The largest seller was Regis Management Company, cutting an estimated $18.5M.
- 182 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q4 2016, up from 181 in Q3 2016.
- Funds reported $768M of PIMCO Active Bond Exchange-Traded Fund stock for Q4 2016, down 18% quarter-over-quarter.
- 25 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q4 2016 and 21 closed out, a net change of +4 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q4 2016 was JP Morgan Chase, an estimated $14.6M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q4 2016 was Regis Management Company, an estimated $18.5M sold.
Based on aggregated 13F filings for Q4 2016.